OIA
BGC icon

Optimum Investment Advisors’s BGC Group BGC Stock Holding History

Optimum Investment Advisors’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-5,000
Closed -$26K – 988
2019
Q2 		$26K Hold
5,000
– – 0.01% 630
2019
Q1 		$27K Buy
+5,000
New +$29.8K 0.01% 633
2015
Q1 		$38K Buy
+6,220
New +$35.4K 0.01% 563

Other funds holding BGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Optimum Investment Advisors's BGC Position: Q3 2019 in Review

Optimum Investment Advisors sold out of BGC Group (BGC) in Q3 2019, closing a stake of 5,000 shares — an estimated $26K sold.

Optimum Investment Advisors first reported a position in BGC in Q1 2015 and held it in 3 quarters. The position peaked at $38K in Q1 2015. 225 funds tracked by Wall St. Rank hold BGC as of Q3 2019.

  • Optimum Investment Advisors reported no remaining BGC Group position as of Q3 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 5,000 BGC Group shares in Q3 2019, an estimated $26K.
  • Optimum Investment Advisors first reported a position in BGC Group in Q1 2015 and held it in 3 quarters.
  • Optimum Investment Advisors's BGC Group position peaked at $38K in Q1 2015.
  • 225 funds tracked by Wall St. Rank held BGC Group as of Q3 2019.

Based on Optimum Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.